Kellie Lee Kuhar

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 06/2017
  Casanova Fish Tacos
  Spring Valley, CA
• 06/2017 → 01/2018
  Unemployed
  Valrico, FL
• 01/2018 → 04/2025
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2025 → 07/2025
  Unemployed
  Valrico, FL

Previous Registrations

• 2018-02-21 → 2025-04-15
  First Command Advisory Services
  Tampa, FL
  Fort Worth, TX
  Riverview, FL
  Valrico, FL

Other Businesses

1. STRATEGIC WEALTH OF TAMPA LLC, 5116 Sylvan Oaks Drive, Valrico FL 33596, United States, 11/2018, MANAGER, NIR, 2 HR/MO - 2 HR/MO TRADING. 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 08/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2018-02-11

Other Names

• Kellie Lee Jones